Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,979 | $125,758-20.5% | $169,993-41.2% | $75,163+33.0% |
| Participation rate | 79.4% | 83.6%-4.2pp | 87.0%-7.6pp | 67.2%+12.2pp |
| Annual return | 15.06% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,401 | $4,615-69.6% | $6,785-79.4% | $2,670-47.5% |
| Participant deferral / active EE | $4,687 | $6,837-31.4% | $10,408-55.0% | $4,125+13.6% |
| Admin fee / account holder | $1,911 | $8,173-76.6% | $12,815-85.1% | $5,651-66.2% |